Zola Suite Software


 

Zola Suite is a cloud-based legal practice management solution for single users as well as small and midsize law firms. Key features include task management, built-in email, document management, client portals, a calendar, contact management, automation and reporting and analytics.

The Zola Suite dashboard enables users to manage and track legal cases from a single place and provide all the elements including activity log, upcoming events, emails and calendar.

Zola Suite is able to integrate with users’ existing email accounts and automatically detect inbound emails from case-related contacts. Users can convert emails into tasks for their to-do list. The document management feature allows users to manage and store documents, control versions, comment on documents, email and tag files. It also provides a client portal for customers to collaborate, share documents and access billing information.

Zola Suite can be accessed via any device and native mobile applications are available for iOS and Android. The mobile application is capable of scanning documents and business cards. The platform integrates with LawPay, Quickbooks, RPost, Dropbox, Box, Drive, OneDrive, Microsoft Word and Outlook and Ricoh.

 

Zola Suite - Activity log
 
  • Zola Suite - Activity log
    Activity log
  • Zola Suite - Billing
    Billing
  • Zola Suite - Dashboard
    Dashboard
  • Zola Suite - Manage contacts
    Manage contacts
  • Zola Suite - Text editors
    Text editors
  • Zola Suite - Time entry
    Time entry
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

67 Reviews of Zola Suite

 

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Software Advice Reviews (3)
More Reviews (64)

Showing 1-3 of 3

Rajesh from Damco
Specialty: Tax
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

Legal practice management tool

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Powerful options for billing.
Best used for your routine billing activity without hesitation.
You can create your own custom report too with this tool
Automatic tracking

Cons

I am highly satisfied customer with the service and recommend to use.So do not see any cons regarding this.

Review Source
 
 

Randall from Randall V. Coffill, Esq.
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Zola suite for single practitoner

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Had it for a year. Building a great client contact list. Providing tasks to the office on the go is very functional

Pros

Calendar / task / mobile app really work well access by principal & staff — exchanging between staff works well

Cons

Financial component is weakest part — ended up getting a simple program for trust accounting. Just didn’t integrate the billing component— felt other programs did it better

Review Source
 
 

Evelyn from Mirer Mazzocchi Julien & Chickedantz, PLLC
Specialty: Employment
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

User Friendly!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

It is easy to access and never really gives us any trouble.

Pros

I love that the product is user friendly and the e-mail integration makes it easy to keep track of cases.

Review Source
 
 
 
Showing 1-20 of 64


July 2018

July 2018

really like the software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
Value
Support

case management assistance was what I needed and what I have received from the program

Pros

The program is easy to manage. I like that the accounting gives a balance owed for all and that there are options for daily notes to be given

Cons

can be slow. Also, had a problem with logo size that had to be fixed by support team. In general I find the system very easy to use

Review Source: Capterra
 

Ruth from The Belline Law Firm LLC

June 2018

June 2018

It has been easy to understand, navigate, and use. So far I have absolutely no complaints at all.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
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Pros

What I most like is that it's easy to use. Without watching any videos or reading instructions we were able to start using it with hardly any complications. The software is very self-explanatory and non-intimidating.

Cons

Perhaps the thing I least like it's their calendar. I'm using it as a backup to our main calendar we had previously set-up. And they do offer an instructional video, but I haven't had time to look at it. I'm sure I just need to use it more often to figure it out.

Review Source: Capterra
 

lorienne from cohen, llc

May 2018

May 2018

User friendly system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

What I like most about Zola is the easy access to email on the front screen. I also like how you can enter events into the calendar from the email.

Cons

What I like least about this software is the difficulty of creating templates. I signed up for training on how to use templates but it wasn't much help.

Review Source: Capterra

  Response: Zola Suite, Zola Media, LLC

Date: May 2018

May 2018

 

Thank you for your review of Zola Suite. We're glad Zola Suite is helping streamline emails and calendaring. Depending on your requirements there are a number of ways that document templates can be set up. We're going to reach out to you so that we can set up a few together via screen share.

 

Zachary from Law Office of Zachary Lynn

April 2018

April 2018

Zola was the answer I was looking for - big firm software functionality at a reasonable price.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Functionality
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Quality
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Support

Zola provides seamless integration with my existing Google Calendar and Gmail. The calendar and task management functions are robust with reminder options via Email or SMS. Zola provides big firm software functionality at an extremely competitive rate.

Pros

The seamless integration with Gmail and Google Calendar sets Zola above the competition. For anyone who currently relies on Gmail and Google Calendar Zola is a no-brainer. The calendaring features and task management tools are robust and the reminder options for SMS and Email put Zola over the top.

Cons

The e-mail association function appears to be manual only (no automatic filters/tagging option for incoming email) so the manual sorting of e-mails to associate them with files can be time consuming.

Review Source: Capterra
 


April 2018

April 2018

Love this software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

My favorite thing about this software is being able to access every case and document from anywhere. I also love the way that emails can be attached to cases eliminating the need to search through emails every time I have to go back.

Cons

The only negative thing I have to say about this software is that I wish you could save attachments directly through Outlook. I find navigating outlook easier that the email associated with Zola and it would be nice to be able to save it directly into a file rather than saving it onto my desktop first.

Review Source: Capterra
 

Trisha from Law Office
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Being new to the office, this program has helped me grasp the processes quickly.

Ease-of-use

Functionality

Product Quality

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Value for Money

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Support

Ease of learning new program and new job at the same time.

Pros

Having access to my email, calendar, accounting, and so on all in one program makes this program extremely beneficial.

Cons

When I couldn't access my email, I approached help desk twice. They sent messages on how to fix it to my email, that I couldn't access.

Review Source: Capterra
 

Sonya from Law Offices of Sonya J. Butts

February 2018

February 2018

An all inclusive package at a great value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Choosing ZolaSuite was quite the process for me, but in the end I went with ZolaSuite because of the integrated email and the fact that the accounting software is included. The integration with Outlook (email and calendar) has worked out very well. I also found the software to be fairly intuitive.

Customer Service has been very responsive when I've needed to contact them (usually less than 12 hrs definitely within 24).

I do a number of pro bono cases and like that I can track the time and create invoices showing the time without a charge by simply checking a box.

Cons

The only thing that has been disappointing to me about the software is that due dates cannot be assigned to subtasks in the task templates, only to the completion of the task as a whole.

Review Source: Capterra
 

Camila from Law Offices of Jorge Rodriguez-Choi
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

It has been an easy, yet not smooth, transition to Zola Suite from Practice Panther.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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Pros

I like how fast the search engine pulls up names of contacts and matters. The functionality of the search engine works really well for our purposes, especially when we need to search a phone number or e-mail address, or any identifying information other than a name. The easy access to time entries is also very useful as a office manager. I also appreciate how readily accessible communications, notes, events, tasks, documents, invoices, and expenses are in the client matter.

Cons

We had hoped to change our template software but this was not possible because the fields merged by Zola aren't of any use to us in our firm. I would also like to be able to click on a matter name anywhere in the program and be sent directly to the matter page. Additionally, I would like to be able to link events, tasks, and e-mails to closed matters without having to re-open and close them every time.

Review Source: Capterra
 

Catherine from Blackburn Law Firm, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

I am sorry to say that this company cannot deliver the product it promised.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I am afraid that I wasted money on this software. It promised a number of very useful features and was easy to use. However, after 6 months, the ability to manage emails was ruined by a bug that prevented me from deleting emails from my Inbox. This makes the software unusable - I cannot have emails piling up in my Inbox. Since the company is unable to correct the problem, I must move on to the different product.

Pros

The interface is attractive and intuitive. The features would be excellent if they worked. The invoicing system is easy to use, and the program promises a number of useful attributes.

Cons

Unfortunately, this product does not work and the company cannot fix it. While using the software for 6 months, we encountered several glitches. Until recently, we could live with those glitches. However, the software now refuses to delete emails from my Inbox and the company cannot correct this problem. The problem is severe - I cannot have emails piling up in my Inbox forever - and forces me to get rid of the program even though I prepaid for three annual licenses. In addition, the calendar sync with Outlook does not work at all (even though the company claims it syncs with Outlook) and it does not sync contacts with Outlook. The company has been unable to deliver the upgrades and improvements that it promised.

Review Source: Capterra

  Response: Zola Suite, Zola Media, LLC

Date: February 2018

February 2018

 

We're very sorry for the frustrations you've encountered. I'm personally going to see to it that we pull out all stops to address the issues you're encountering.

Fred Cohen, CEO

 

Eric from Attorney Eric P. DiMarzio, Esq

February 2018

February 2018

The software is very intuitive making the transition from other software a snap

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This software loads fast and is streamlined and instinctive. I am a former abacus user. It took me less than an hour to learn and master tasks in zolasuite that it took me months to figure out on abacus. In addition, the mobile app is huge if you are on the road. Even something as simple as being able to immediately create a timeslip for a phonecall you may have had with a client while waiting during a court recess is huge. It monetizes something you may as soon forget about when you return to the office. This means zolasuite could very well pay for itself based upon revenue you dont lose.

Cons

The migration from abacus was an issue. It occurred two weeks ago and what notes that are there are scrambled and attached to cases thet don't belong to. It may be worthwhile to handle this yourself.

Review Source: Capterra

  Response: Zola Suite, Zola Media, LLC

Date: February 2018

February 2018

 

Eric, thank you so much for this very thorough (and flattering) review. Regarding migration of your Notes, I'm very sorry we missed the mark on that; we actually pride ourselves in performing highly accurate and thorough migrations.

I'm reaching out to you personally to make sure we get it right asap.

Fred Cohen, CEO

 

Ramey from The Ko Law Firm, PLLC

February 2018

February 2018

Overall, very pleased with the software, generally easy to use, really enjoy working with the compan

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Handles most of the tasks of law firm administration and management with ease. Really makes life and running a law office simpler, particularly for a solo or small firm with little to no staff.

Pros

The responsiveness of tech support and customer service to not only troubleshooting problems, but suggested features and improvements, is absolutely top notch. That alone is enough to really recommend Zola.

Cons

Sometimes, the workflow can be a bit awkward, as some features are less intuitive or require more steps. Links that you would expect to be there are sometimes missing (for example, there is no way to click on the Matter on the Task item to go to the Matter page). For the most part, though, these things are often fixed in updates, and the usability continues to be refined so that clunkier parts of the site get better over time.

Review Source: Capterra
 

Edward from Welch Law, PLLC

January 2018

January 2018

Easy to use software that easily integrated my e-mail and calendar making billing and storing easy.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Intuitive interface; easily syncs with G Suite. I took a demo of all of the top practice management programs and ended up going with Zola. I found the software is the easiest to use and worked well with how I like to organize my files. Honestly, cannot say enough great things about my experience thus far.

Cons

I have only been using Zola for a short period of time and have not experienced any cons. If I had to select a Con, it would be the lack of form templates.

Review Source: Capterra

  Response: Zola Suite, Zola Media, LLC

Date: January 2018

January 2018

 

Thank you for your fantastic review of Zola Suite, Edward. We want to make sure that you're aware that Zola Suite has document automation features and we provide unlimited complimentary training on how to use the form builder. We also will configure up to 3 routine documents for annual accounts. Please do not hesitate to reach out to our support team for more information.

 

Nicholas from Curcio, Mirzaian, Sirot LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Very easy to learn how to use. Customer Service is very helpful.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This software has helped ease me into the workings of this company as I am a new employee myself. Furthermore, as it is a works-in-progress, and a learning experience for everyone here, it encourages us to work together to work out any issues that may arise in implementing this software.

Pros

Timekeeping, remote access, ease of file searches, organization are four of the few many aspects of this software that allows us to continue our day-to-day operations with much efficiency and success.

Cons

The only con is that all documents have not yet been rolled over on to the software, however, this is a new program, and from my understanding, this feature will be available shortly. Once they are accessible, it will speed up productivity tenfold!

Review Source: Capterra
 

-Edward from Radetic Law Firm
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Good Product -- would subscribe agan

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
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Saves me about 3 hours a month on billing and other administrative tasks.

Pros

I like the ability that this product gives me to blend different types of billing methods within the same client. I have been searching for a product that would allow both hourly and flat fee billing by matter and not client.

Cons

Still trying to get my hands around the accounting module. Not sure if I am better to wait for full Quick Books integration to start using that functionality. Need to have some method for accounting for expense disbursement which does not require the entry of a check.

Review Source: Capterra
 

Sanaz from Bessette & Alempour, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Such an easy program to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Billing, mail, saving and templates.

Pros

Everything is integrated in an easy web based platform that is user friendly and intuitive. You can easily work, bill, handle emails and documents all in one place.

Cons

Wish I could duplicate the last billing entry when working on one file and entering multiple billing entries.

Review Source: Capterra
 

Andrew from L&S Counselors

January 2018

January 2018

Practice management that understands that this is a business I'm running

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
Value
Support
Pros

The two big things that Zola gets right are the accounting component and work flow for billing.
Before trying Zola, I tried manual spreadsheets, FreshBooks, Harvest, CaseOne, Clio, Xero, ebility, and probably some others. None of them got out of the way and let me run a business like Zola does. Yes, they assume that I have a dedicated office manager, but even when I do, why would I want to do that to them?
Clio is close, because it understands the way that legal cases files flow, and if Clio were starting now, I think they would handle matters and clients like Zola Suite does. The alternatives I spend the most time with, Clio and Xero, are married to their cloud integration such that it seems that they can't add really obvious features because they would cannibalize (aka "Sherlock") their partners.
Zola is a better platform because other sites that relay on integrations to other apps mean they have one-way sync and one-way is stupid for billing because I need it to be in one place not two.

Cons

There are some user interface things that I think will improve in the coming year. (For example, I don't use Zola for email, the fact that it is front and center doesn't help me, but that is not something I have to work around.) They publish their roadmap so I know that the platform is going to develop.

Review Source: Capterra
 

Billie from Billie R. Morelli, PLLC

January 2018

January 2018

This is the most comprehensive Legal CMS in it's price range, by far!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The interface is intuitive so I can easily teach myself as I go. I like that almost every option is customizable to look and feel the way I want it to - without having jump through a zillion special hoops for the customization process. Just a click or two and I'm done.

Cons

Hmmmm, not much, really. There's a glitch with the google calendar sync where it duplicates entries too many times. But I'd rather it tell me twice than not at all! (I think this glitch is fixed now, anyway).

Review Source: Capterra
 


December 2017

December 2017

Our office has started with Zola and we were able to combine 2 office systems into one software.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like that it can do the accounting functions and the client management functions as well, all in one software.

Cons

I will need to continue to use this software to be able to determine if there are shortcomings to any of the functionalities, so far I have not come across any.

Review Source: Capterra
 

James from James McMahon, Attorney & Counselor at Law

December 2017

December 2017

A comprehensive system that meets all of my practice management needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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Value
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Pros

The RPost (e-mail encryption and e-signatures) and LawPay integrations, along with all of Zola Suite's inherent features (case management, custom forms, document automation, document management, excellent time tracking, client portal, business and trust accounting, etc.) provide a seamless and paperless process from client intake and e-signature of the engagement letter to getting the work done to billing and receipt of payment. And, I don't have to worry about learning how to use another piece of software to manage my firm's books and trust account. The iOS app is fantastic and allows me to practice from any location where internet or cellular service is available. The system is easy to use and quite intuitive. Zola's knowledge base website and tutorial videos fill in any gaps on learning a few of the features that are less intuitive. Customer service has been very responsive on the two occasions I have contacted them. Overall, the more that I use Zola Suite, the more convinced I become about the wisdom of going with them for my law practice management system.

Cons

At one point, the e-mail integration was a bit buggy, and the merging of data from custom form fields for the document automation feature did not work as advertised on the training video. Fortunately, both of those issues have been resolved and have worked well since then.

Review Source: Capterra
 

Sarah from Johnson Jackson LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Convenient online portal for legal document storage and security

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
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Support

Convenient access to stored legal information.

Pros

I enjoy this software's ability to store masses of information all in one small, directed location of which I can easily access and refer to at a later date.

Cons

Software pages can sometimes be difficult to navigate. There also is difficulty in understanding where certain tools are and what other tools are supposed to be used for.

Review Source: Capterra
 
 
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